See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,649 | $64,707+349.2% | $112,228+159.0% | $68,494+324.3% |
| Participation rate | 81.6% | 67.2%+14.5pp | 75.1%+6.6pp | 67.9%+13.7pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $8,290 | $2,746+201.9% | $3,635+128.1% | $2,596+219.3% |
| Participant deferral / active EE | $11,228 | $3,565+215.0% | $4,728+137.5% | $4,027+178.8% |
| Admin fee / account holder | $43,824 | $5,232+737.6% | $6,410+583.7% | $5,403+711.1% |